# Railz MCP for AI Agents AI Agent Connect > Railz MCP connects your accounting, banking, and commerce platforms into a single, normalized data stream for your AI agent. It pulls from sources like QuickBooks, Xero, and Shopify so you can ask questions about your finances without jumping between tabs. ## Overview - **Category:** money-moves - **Price:** Free - **Endpoint:** https://edge.vinkius.com/vk_preview_bgjGKaxYwCI497hCw63FjYdOOhZCoEgjrViX0UQB/ai-agent-connect - **Tags:** financial-data, accounting-api, banking-integration, data-normalization, financial-reporting, audit-automation ## Description You're tired of jumping between five different tabs just to see if your profit margins are holding up. Railz changes that by giving your AI agent a direct line to your actual financial data. Instead of manually exporting CSVs from your sales platforms or digging through accounting software, your agent pulls the numbers directly. It grabs data from your bank accounts, your commerce sites, and your accounting systems, then cleans it all up into a consistent format. When you need to know your total accounts receivable across three different clients, you just ask. Your agent handles the heavy lifting of fetching the data and doing the math, giving you a clear picture of your cash flow in plain English. It's a big reason why the Vinkius catalog works so well for finance teams; it actually makes the data usable for the AI rather than just dumping raw text into a prompt. You get to stop being a data entry clerk and start acting like a strategist. ## Tools ### get_business Retrieves the specific details and metadata for a single business entity. This helps you quickly identify key information about a specific account. ### list_accounts Retrieves the full chart of accounts from your connected systems. This gives your agent a clear map of how your finances are organized. ### list_bills Lists all outstanding bills for a specific business. You can use this to monitor your accounts payable across different sources. ### get_balance_sheet Retrieves a balance sheet report from your connected financial sources. This shows your assets, liabilities, and equity at a glance. ### list_bank_transactions Lists all recent transactions from your connected bank accounts. You can use this to monitor cash movement and verify deposits. ### get_cash_flow Pulls a complete cash flow statement for your business. This helps you understand how much money is moving in and out of your company. ### list_commerce_orders Lists commerce orders from platforms like Shopify or BigCommerce. You can use this to see all your recent sales in one place. ### list_journal_entries Lists all journal entries for your accounting records. You can use this to track specific ledger movements and audit your history. ### list_businesses Lists every business currently registered in your Railz account. This makes it easy to manage multiple client entities from one place. ### list_connections Lists the active service provider connections for a business. This lets you see which platforms like QuickBooks or Xero are currently linked. ### list_invoices Retrieves a list of all invoices for a given business. You can use this to track your accounts receivable and pending payments. ### get_profit_and_loss Pulls a normalized profit and loss report for a specific connection. This gives you a clear view of your net income and expenses without manual calculation. ## Prompt Examples **Prompt:** ``` List all businesses registered in my account. ``` **Response:** ``` I've retrieved your business directory. You currently have 3 registered entities: * **Acme Corp** * **Global Logistics** * **Retail Ventures** Which one would you like to inspect? ``` **Prompt:** ``` Show active connections for Acme Corp. ``` **Response:** ``` Acme Corp has 2 active connections: * **QuickBooks Online** * **Shopify** I can now pull reports or transaction data from either source. ``` **Prompt:** ``` Get the Profit and Loss report for my QuickBooks connection. ``` **Response:** ``` Fetching normalized P&L data... For the current period, your total revenue is **$50,000** with operating expenses of **$30,000**, resulting in a net income of **$20,000**. ``` ## Capabilities ### Fetch real-time P&L statements Pull normalized profit and loss data from your connected accounting sources instantly. ### Pull balance sheet reports Get a clear view of your assets, liabilities, and equity from multiple providers. ### List registered businesses See every business entity currently linked to your Railz account in one list. ### Audit service connections Check which platforms like QuickBooks or Shopify are active for any specific business. ### Track commerce orders Retrieve sales orders from commerce sites to monitor revenue trends in real-time. ### Query accounts receivable Analyze your outstanding invoices and pending payments across all connected systems. ### List bank transactions Pull recent bank movements to verify deposits and monitor daily cash flow. ## Use Cases ### Multi-Client Audit An accountant needs to check 5 clients for overdue bills. They ask the agent to find all unpaid items, and it uses list_bills for each one. ### Daily Revenue Check A store owner asks how much they sold on Shopify today. The agent uses list_commerce_orders to give a real-time total. ### Monthly P&L Review An analyst needs a P&L for the last 30 days. The agent uses get_profit_and_loss to pull the normalized data from QuickBooks. ### Onboarding Audit A developer wants to see what is connected to a new account. The agent uses list_connections to show all active links. ## Benefits - Stop manual CSV exports. Use get_profit_and_loss to pull data from your accounting software instantly without downloading files. - See the full picture. Use list_connections to view all linked platforms like Shopify and QuickBooks in one single list. - Manage multiple clients. Use list_businesses to switch between different company accounts and data sets in seconds. - Track revenue trends. Use list_commerce_orders to see real-time sales data from your online stores. - Audit your data. Use list_journal_entries to spot discrepancies and track ledger movements across your entire history. - Get clear cash flow. Use get_cash_flow to see exactly how much money is moving in and out of your company. ## How It Works The bottom line is you get a unified financial view without ever opening a dashboard. 1. Subscribe to the Railz MCP on the Vinkius Marketplace. 2. Enter your Railz Client ID and Client Secret into your AI client. 3. Ask your agent to pull a specific report or list your businesses. ## Frequently Asked Questions **How does the Railz MCP help with my accounting?** It connects your accounting software directly to your AI agent. This means you can ask questions about your books in plain English instead of navigating complex menus. **Can Railz connect to my Shopify store?** Yes, Railz can pull commerce orders and sales data from Shopify. Your agent can then use that data to help you track revenue and trends. **Will Railz make my financial data more accurate?** It helps by normalizing data from different sources into a consistent format. This reduces the risk of human error when moving data between systems. **Can I manage multiple clients with Railz?** Yes, you can list and switch between different business entities. This makes it much easier to audit multiple accounts without switching tabs. **Is the data in Railz updated in real-time?** Railz pulls live data from your connected services. When you ask your agent a question, it fetches the most current information available. **What kind of reports can I get with Railz?** You can get P&L statements, balance sheets, and cash flow reports. Your agent can also list specific items like invoices and bank transactions. **Can I access data from multiple accounting platforms like QuickBooks and Xero simultaneously?** Yes! Railz normalizes data across all supported providers. Use the `list_businesses` and `list_connections` tools to identify the target entity, then query reports which will return in a consistent format regardless of the underlying source. **How do I retrieve a Balance Sheet for a specific company connection?** First, find the relevant `connection_id` for the business using `list_connections`. Then, use the `get_balance_sheet` tool with that ID to fetch the snapshot of assets and liabilities. **Does this integration allow creating new invoices or only reading them?** The current toolset focuses on read-only operations for auditing and analysis, such as `list_invoices`, `list_bills`, and `list_accounts`. This ensures safe exploration of financial data without accidental modifications.